StockDriftsStockDriftsTop 50 Ss&H Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. | 9.95% | 105.3K | $34K | -0.24%(-250) | $147.35(+107.62%) | 2025-12-31 | |
| NVDA | NVIDIA CORPORATION | 7.29% | 133.3K | $25K | -2.98%(-4.09K) | $30.62(+549.50%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 5.91% | 41.7K | $20K | -1.71%(-725) | $334.20(+23.05%) | 2025-12-31 | |
| AAPL | APPLE INC | 5.83% | 73.2K | $20K | -0.25%(-185) | $176.98(+50.55%) | 2025-12-31 | |
| ABBV | ABBVIE INC | 3.26% | 48.6K | $11K | -0.41%(-200) | $157.04(+32.72%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 2.78% | 41.1K | $9K | +7.25%(+2.78K) | $137.26(+81.04%) | 2025-12-31 | |
| ORCL | ORACLE CORP | 2.72% | 47.6K | $9K | +10.58%(+4.56K) | $105.72(+60.62%) | 2025-12-31 | |
| PG | PROCTER AND GAMBLE CO | 2.63% | 62.7K | $9K | -0.85%(-538) | $160.02(-10.40%) | 2025-12-31 | |
| GOOG | ALPHABET INC | 2.54% | 27.7K | $9K | +0.00%(+0) | $150.99(+121.52%) | 2025-12-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.16% | 24.9K | $7K | +0.38%(+95) | $134.73(+81.70%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.23% | +91.73% |
| Top 20 Holdings Unweighted | +20.28% | +74.03% |
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